Senior Financial Planner: Holistic Wealth & Lifelong Planning

Benchmark Capital; Shrewsbury; On-site; GBP 45,000 - 70,000; Full time

Job summary

Benchmark Capital is seeking a Senior Financial Planner in the Midlands region to provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and intermediaries.

You will build lifetime strategies, conduct regular reviews and work with paraplanners, admins and compliance teams to deliver proactive ongoing advice. This role emphasizes client outcomes and regulatory compliance.

Qualifications

• Three years' experience as a Financial Planner or equivalent in an advisory business.
• Strong experience delivering holistic financial planning to clients.
• Excellent technical knowledge across pensions, retirement planning, investments, protection and estate planning.
• Experience developing and maintaining long-term client relationships.
• Good understanding of FCA regulations and industry compliance requirements.
• Competent user of Microsoft 365, CRM systems and financial planning software.

Responsibilities

• Build and maintain trusted relationships with clients and professional introducers.
• Deliver holistic financial planning advice tailored to clients' objectives.
• Conduct annual and ongoing financial reviews, both virtual and face-to-face.
• Create and implement lifetime financial planning strategies.
• Identify opportunities to deepen client relationships and broaden planning discussions.
• Work collaboratively with paraplanners, administrators, compliance specialists and investment professionals.
• Contribute to the ongoing development of client proposition and advice offering.
• Support positive client outcomes while adhering to regulatory and compliance requirements.

Skills

Client relationships

Communication skills

Interpersonal skills

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft 365

CRM systems

Financial planning software

Job description

Benchmark Capital is seeking a Senior Financial Planner in the Midlands region to provide high-quality financial planning advice to a diverse client base, including individuals, families, business owners and intermediaries.

You will build lifetime strategies, conduct regular reviews and work with paraplanners, admins and compliance teams to deliver proactive ongoing advice. This role emphasizes client outcomes and regulatory compliance.